Value Stock Geek Weird vs US Stocks Portfolio Comparison

Last Update: 31 March 2024

The Value Stock Geek Weird Portfolio obtained a 8.33% compound annual return, with a 10.82% standard deviation, in the last 30 Years.

The US Stocks Portfolio obtained a 10.49% compound annual return, with a 15.52% standard deviation, in the last 30 Years.

Summary

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Value Stock Geek Weird Portfolio US Stocks Portfolio
Portfolio Risk Very High Very High
Asset Allocation Stocks 60% 100%
Fixed Income 20% 0%
Commodities 20% 0%
30 Years Stats Return +8.33% +10.49%
Std Dev 10.82% 15.52%
Max Drawdown -32.97% -50.84%
All time Stats
(Since Jan 1975)
Return +11.07% +12.22%
Std Dev 10.86% 15.52%
Max Drawdown -32.97% -50.84%
Last Update: 31 March 2024

Historical Returns as of Mar 31, 2024

Comparison period starts from January 1975

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1M 6M 1Y 5Y 10Y 30Y MAX
Value Stock Geek Weird Portfolio +3.49 +14.81 +6.53 +5.29 +5.43 +8.33 +11.07
US Stocks Portfolio +2.90 +22.88 +28.85 +14.15 +12.23 +10.49 +12.22
Return over 1 year are annualized.

Capital Growth as of Mar 31, 2024

Value Stock Geek Weird Portfolio: an investment of 1$, since April 1994, now would be worth 11.03$, with a total return of 1003.27% (8.33% annualized).

US Stocks Portfolio: an investment of 1$, since April 1994, now would be worth 19.94$, with a total return of 1894.37% (10.49% annualized).

Value Stock Geek Weird Portfolio: an investment of 1$, since January 1975, now would be worth 175.70$, with a total return of 17469.87% (11.07% annualized).

US Stocks Portfolio: an investment of 1$, since January 1975, now would be worth 292.54$, with a total return of 29153.82% (12.22% annualized).

Drawdowns

Drawdown comparison chart since April 1994.

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Value Stock Geek Weird Portfolio
US Stocks Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-50.84% Nov 2007 Feb 2009 (16) Mar 2012 (53) 23.06
-43.94% Sep 2000 Sep 2002 (25) Mar 2006 (67) 23.71
-32.97% Nov 2007 Feb 2009 (16) Mar 2010 (29) 15.03
-24.81% Jan 2022 Sep 2022 (9) Dec 2023 (24) 13.14
-24.18% Jan 2022 Sep 2022 (9) In progress (27) 14.43
-20.84% Jan 2020 Mar 2020 (3) Jul 2020 (7) 9.03
-17.57% Jul 1998 Aug 1998 (2) Nov 1998 (5) 9.03
-14.20% Oct 2018 Dec 2018 (3) Apr 2019 (7) 6.63
-13.36% Feb 2020 Mar 2020 (2) Jul 2020 (6) 6.31
-13.23% Apr 1998 Aug 1998 (5) Jun 2000 (27) 6.30
-8.84% Jun 2015 Sep 2015 (4) May 2016 (12) 4.72
-8.66% Sep 2018 Dec 2018 (4) Apr 2019 (8) 4.24
-8.65% Jun 2002 Oct 2002 (5) May 2003 (12) 5.09
-8.44% Apr 2000 May 2000 (2) Aug 2000 (5) 5.11
-7.32% Apr 2004 Apr 2004 (1) Sep 2004 (6) 4.11
-7.20% Feb 2015 Sep 2015 (8) Mar 2016 (14) 4.13
-6.89% May 2013 Jun 2013 (2) Oct 2013 (6) 3.77
-6.82% Apr 2012 May 2012 (2) Aug 2012 (5) 3.19
-6.58% Aug 2016 Nov 2016 (4) Apr 2017 (9) 3.39
-6.45% May 2019 May 2019 (1) Jun 2019 (2) 3.72

Drawdown comparison chart since January 1975.

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Value Stock Geek Weird Portfolio
US Stocks Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-50.84% Nov 2007 Feb 2009 (16) Mar 2012 (53) 23.06
-43.94% Sep 2000 Sep 2002 (25) Mar 2006 (67) 23.71
-32.97% Nov 2007 Feb 2009 (16) Mar 2010 (29) 15.03
-29.34% Sep 1987 Nov 1987 (3) May 1989 (21) 14.96
-24.81% Jan 2022 Sep 2022 (9) Dec 2023 (24) 13.14
-24.18% Jan 2022 Sep 2022 (9) In progress (27) 14.43
-20.84% Jan 2020 Mar 2020 (3) Jul 2020 (7) 9.03
-17.85% Dec 1980 Jul 1982 (20) Oct 1982 (23) 9.42
-17.57% Jul 1998 Aug 1998 (2) Nov 1998 (5) 9.03
-16.24% Dec 1989 Oct 1990 (11) May 1991 (18) 7.74
-16.20% Jun 1990 Oct 1990 (5) Feb 1991 (9) 8.96
-15.06% Feb 1980 Mar 1980 (2) Jun 1980 (5) 7.84
-14.20% Oct 2018 Dec 2018 (3) Apr 2019 (7) 6.63
-13.36% Feb 2020 Mar 2020 (2) Jul 2020 (6) 6.31
-13.23% Apr 1998 Aug 1998 (5) Jun 2000 (27) 6.30
-12.71% Sep 1987 Nov 1987 (3) Oct 1988 (14) 5.92
-12.24% Dec 1980 Jun 1982 (19) Sep 1982 (22) 6.56
-11.98% Mar 1980 Mar 1980 (1) Jun 1980 (4) 6.35
-11.74% Jul 1975 Sep 1975 (3) Jan 1976 (7) 6.40
-11.64% Sep 1978 Oct 1978 (2) Mar 1979 (7) 6.03

Yearly Returns

For each year, the following table provides the return and intra-year drawdown.
The highlighted returns represent the highest values for that specific year.
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Year Return Drawdown Return Drawdown
2024
+0.83%
-3.35%
+9.56%
0.00%
2023
+10.94%
-12.66%
+26.05%
-9.10%
2022
-18.17%
-24.18%
-19.51%
-24.81%
2021
+14.49%
-3.51%
+25.67%
-4.46%
2020
+10.52%
-13.36%
+21.03%
-20.84%
2019
+21.93%
-1.68%
+30.67%
-6.45%
2018
-8.01%
-8.66%
-5.21%
-14.20%
2017
+14.20%
-0.31%
+21.21%
0.00%
2016
+10.34%
-6.58%
+12.83%
-5.73%
2015
-1.57%
-7.20%
+0.36%
-8.84%
2014
+11.39%
-5.08%
+12.54%
-3.17%
2013
+5.71%
-6.89%
+33.45%
-3.03%
2012
+13.28%
-4.45%
+16.45%
-6.82%
2011
+7.07%
-5.96%
+0.97%
-17.58%
2010
+22.57%
-4.90%
+17.42%
-13.26%
2009
+19.50%
-17.34%
+28.89%
-17.72%
2008
-15.22%
-24.57%
-36.98%
-38.08%
2007
+4.32%
-4.58%
+5.37%
-5.23%
2006
+21.26%
-3.05%
+15.69%
-3.22%
2005
+13.51%
-2.30%
+6.31%
-4.48%
2004
+20.31%
-7.32%
+12.79%
-3.56%
2003
+32.68%
-1.93%
+30.75%
-4.27%
2002
+7.55%
-8.65%
-20.47%
-27.18%
2001
+4.90%
-4.41%
-10.97%
-23.65%
2000
+11.88%
-2.51%
-10.57%
-15.87%
1999
+2.11%
-4.11%
+23.81%
-6.42%
1998
-0.30%
-13.23%
+23.26%
-17.57%
1997
+4.80%
-3.83%
+30.99%
-4.56%
1996
+10.07%
-2.17%
+20.96%
-6.17%
1995
+14.94%
-1.53%
+35.79%
-1.17%
1994
-4.11%
-7.57%
-0.17%
-7.43%
1993
+21.05%
-2.35%
+10.62%
-2.77%
1992
+10.23%
-2.71%
+9.11%
-2.40%
1991
+18.76%
-2.61%
+32.39%
-4.47%
1990
-10.86%
-16.22%
-6.08%
-16.20%
1989
+13.23%
-1.43%
+28.12%
-3.05%
1988
+12.98%
-1.18%
+17.32%
-3.42%
1987
+8.44%
-12.71%
+2.61%
-29.34%
1986
+28.08%
-2.01%
+14.57%
-7.92%
1985
+30.14%
-1.95%
+31.27%
-4.77%
1984
+5.34%
-5.43%
+2.19%
-9.02%
1983
+16.56%
-1.96%
+22.66%
-4.00%
1982
+23.60%
-8.30%
+20.50%
-11.21%
1981
-2.54%
-10.01%
-4.15%
-12.79%
1980
+16.86%
-15.06%
+33.15%
-11.98%
1979
+40.61%
-8.18%
+24.25%
-7.22%
1978
+20.11%
-6.79%
+8.45%
-11.64%
1977
+16.95%
-0.10%
-3.36%
-8.29%
1976
+23.87%
-2.72%
+26.47%
-2.10%
1975
+18.84%
-10.11%
+37.82%
-11.74%